Aims to produce capital growth from a portfolio of Japanese equities. The company has the ability to use borrowing to gear the portfolio within the range of 5% net cash to 15% geared in normal market conditions.
The value of investments and the income from them can go down and up, and you may not get back as much as you paid in. Past performance is not a guide to the future.
For further risks associated with this trust please refer to the 'Key risks' section below.
Cumulative performance of an original investment of £100.
You should remember that past performance is not a guide to the future.
Source: J.P. Morgan Asset Management. Total return, net of charges and any applicable fees using cum income Net Asset Values (NAVs) debt at par with net dividend (if any) reinvested, in sterling. For detail see the Trust’s latest Report & Accounts.
Nicholas Weindling, Executive Director, is an investment manager with the Japan team of Pacific Regional Group in Tokyo. He joined the firm in 2006 from Baillie Gifford in Edinburgh where he spent four years, initially as a UK large cap analyst and latterly as a Japanese equities investment manager. Nicholas obtained BA (Hons) in History from Pembroke College, Cambridge.
Shoichi Mizusawa, managing director, is a senior investment manager with the Japan team of Pacific Regional Group in Tokyo. He joined the firm in 1997 as a marketing manager responsible for Japan pension funds and took up his current role in 2000. Prior to joining the firm, Shoichi spent four years with Postipankki as the Tokyo representative in capital markets. He began his career with Mitsubishi Motors Corporation in 1989. Shoichi obtained and a B.A. in political science and economics from Waseda University and an M.B.A. from Simon Fraser University.
Shares and debentures (if any) in an investment trust are not subject to the Financial Conduct Authority's (FCA) restrictions for marketing Non-mainstream Pooled Investment products, therefore investment trust products can be marketed to retail investors directly or via Independent Financial Advisers.
For information on charges relating to this trust please check the Trust factsheet.
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